HC Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

HC Financial Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$84K	Sell	920 -50	-5%	-$4.98K	0.06%	106
2022 Q1	$105K	Buy	970 +381	+65%	+$40.3K	0.06%	101
2021 Q4	$68K	Hold	589	–	–	0.04%	124
2021 Q3	$60K	Hold	589	–	–	0.04%	125
2021 Q2	$60K	Hold	589	–	–	0.04%	125
2021 Q1	$54K	Hold	589	–	–	0.03%	126
2020 Q4	$50K	Hold	589	–	–	0.03%	137
2020 Q3	$47K	Hold	589	–	–	0.03%	127
2020 Q2	$46K	Hold	589	–	–	0.04%	118
2020 Q1	$41K	Buy	+589	New	+$51.7K	0.04%	122
2018 Q1	–	Sell	-2,504	Closed	-$208K	–	74
2017 Q4	$208K	Buy	+2,504	New	+$210K	0.2%	68

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

HC Financial Advisors's VNQ Position: Q2 2022 in Review

HC Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 5.2% in Q2 2022, selling an estimated $4.98K and leaving 920 shares worth $84K. The position accounts for 0.06% of the portfolio, ranked #106.

HC Financial Advisors first reported a position in VNQ in Q4 2017 and has held it in 11 quarters since. The position peaked at $208K in Q4 2017. 1,576 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

HC Financial Advisors held 920 shares of Vanguard Real Estate ETF worth $84K as of Q2 2022.
HC Financial Advisors sold 50 Vanguard Real Estate ETF shares in Q2 2022, an estimated $4.98K.
Vanguard Real Estate ETF made up 0.06% of HC Financial Advisors's portfolio in Q2 2022, its #106 holding.
HC Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 11 quarters since.
HC Financial Advisors's Vanguard Real Estate ETF position peaked at $208K in Q4 2017.
1,576 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.